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Financial Planning September 1, 2008 Stacy Schultz	Are the Times Changing? A new study shows that 75% of advisors say they provide a written plan for their clients' retirement planning. Read on to see more specifically what they are doing.
Registered Rep. December 22, 2009 Stan Luxenberg	Forget Stock Market Gains, It's Best to Avoid Losses Many financial advisors and portfolio managers who held to traditional buy-and-hold stock-bond portfolios are now emphasizing new kinds of diversification.
The Motley Fool May 11, 2010 Alex Dumortier	Revealed: The $145 Billion Hole No One Noticed A U.S. company announced a first quarter net loss of $11.5 billion and a deficit in shareholders' equity of $145 billion, and the news went almost completely unnoticed.
Investment Advisor September 2005 Greg Salsbury	Harvest Time As Americans live longer, advisors need to switch their emphasis from accumulating assets to making existing assets last.
The Motley Fool June 17, 2010 Dan Caplinger	Is Your Financial Advisor Nuts? Advisors are trying to get their clients to take more risk.
On Wall Street October 1, 2008 Larry Silver	Keeping It Simple Perhaps the best investment strategy for these volatile times, shared by the most successful advisors, was quite simple: Remain fully invested in a basically conservative, diversified portfolio..
Investment Advisor March 2009 Bob Clark	We Can Be Heroes One of the only bright spots we've seen has been those firms offering ETFs that short the markets, use leverage, or track commodities indexes.
Financial Planning September 1, 2007 Marshall Eckblad	5 Questions Stan and Hildy Richelson, authors of Bonds: The Unbeaten Path to Secure Investment Growth, answer five questions about the recent volatility in the fixed income market.
Financial Planning January 1, 2012 Bob Veres	True Cost of Tactical Management Investment companies are going to be facing very different selection criteria than in the past.
Investment Advisor October 2008 Maya Ivanova	War Room How the most successful advisory firms are mitigating risk on two fronts: for their clients, and for their own businesses.
On Wall Street September 1, 2010 Aarti N. Maharaj	Five Questions With Amy Strong Joining Financial Research Corp. as a research analyst in 2007, she examines the state of the industry and marketing effectiveness.
Financial Advisor April 2004 Raymond Fazzi	Conservatism Rules In Retirement Planning After a traumatic four years marked by a recession, a war on terrorism and a market decline, many advisors are rethinking their retirement planning strategies.
Financial Advisor September 2010 Alan Lavine	Gold Stays In Spotlight But investors wrestle with issues surrounding the metal.
Entrepreneur September 2009 Rosalind Resnick	The New Risk Tolerance A three-pronged strategy for where to park your cash in a recession.
The Motley Fool April 14, 2009 Dan Caplinger	Don't Wait Another Minute to Do This The bear market will inevitably push some investors to take less risk than they should. But you don't have to sacrifice your dreams out of fear. Start investing today and get yourself on the road to financial security.
The Motley Fool June 9, 2004 Tom Gardner	Wall Street's in Trouble Could the future earnings of prominent Wall Street firms be at risk?
The Motley Fool October 6, 2010 Alex Dumortier	3 Recommendations From a Legendary Investor John Paulson, the man who made $3.7 billion personally in 2007 by wagering against subprime mortgages, gave out three investing tips last week. When inflation comes knocking, you'd better be ready!
Financial Advisor May 2005 Shaw-Grove & Prince	Taking the Pulse of Affluent Investors A recent survey reveals that millionaire investors have changed their thinking over the past four years and have lost faith in their financial advisors.
Registered Rep. September 30, 2009 David A. Geracioti	Do Retail Financial Advisors Have an "Unhealthy Focus?" The Financial Times suggests the way financial products and services are sold need to be completely overhauled.
The Motley Fool May 25, 2011 Dan Caplinger	Avoid Sure Losses With These Investments Here are some investing ideas that can help you fight the risks that plague your portfolio, rather than simply accepting losses as inevitable.
Financial Advisor September 2009 Alan Lavine	Hedging Your Bets With Gold Gold is seen as a defensive play by some, and a long-term diversification strategy by others.
Investment Advisor January 2008	The Compensation Food Chain Performance-based compensation is the future of investment advisor compensation.
Financial Planning March 1, 2013 John J. Bowen, Jr.	For Advisors, a Client-Centered Shift More advisors are shifting toward a broader approach and away from investment management.
On Wall Street July 1, 2009 Doug Dannemiller	Advisors Face Competition from Do-it-Yourselfers Advisors face growing competition from web-based retirement planning services catering to the do-it-yourself instincts of the baby boomers.
The Motley Fool November 11, 2004 Robert Brokamp	Wall Street's Big, Dirty Secret How they use your retirement money to fund their retirement. Here's how you can separate the good advice from the greedy advice.
Investment Advisor August 2009 Melanie Waddell	More Annuities Used in Income Portfolios Advisors are increasingly turning to annuities to help cover their clients' basic needs in retirement.
Financial Planning June 1, 2011 Donald Jay Korn	Price Controls It's beginning to look a lot like inflation. Or is it? Statistics seem to tell the story, but when it comes to inflation, not everyone agrees how the plot will unfold.
The Motley Fool September 14, 2010 Dan Caplinger	How to Invest for Tomorrow's Inflation As the bond market staggers, inflation expectations are on the rise. Here's how to profit.
The Motley Fool April 30, 2008 Dan Caplinger	Stocks Aren't as Risky as You Think With danger lurking everywhere, stocks offer the best potential returns.
Investment Advisor January 2007 Ivanova & Kahler	The ABCs Of Retirees To meet the needs of retiree clients, financial advisors will need to beef up their knowledge not only of investment-related retirement issues, but also non-investment areas.
The Motley Fool September 2, 2009 Morgan Housel	The Air Comes out of Financial Stocks Geez ... it was about time.
The Motley Fool June 29, 2009 Dan Caplinger	How to Beat Risk Before It Beats You In putting together a lifetime financial plan for your investments, you want to balance the risks you take against the returns you earn. But, figuring out the right way to accomplish that task is easier said than done.
The Motley Fool December 19, 2006 Dan Caplinger	The Scoop on Savings Bonds: Part 2 A closer look at why bonds aren't as attractive as they used to be.
Financial Planning December 1, 2008 Suzanne McGee	The Perfect Alternative Is there an asset class for your clients portfolios whose price moves in the opposite direction to that of mainstream investments like stocks and bonds?
Investment Advisor March 2009 Melanie Waddell	Cover Story: Patience In the quest to generate retirement income for their clients, many advisors relied on their investing-for-accumulation roots, and therefore were not focused on retirement income planning.
The Motley Fool August 24, 2004 Selena Maranjian	Costs of Procrastination Putting off reviewing your financial statements can be a costly mistake.
On Wall Street September 1, 2010 Gerri Leder	The Power Of Longevity Staying in place, being present, making your name known-these are the quiet, confident steps you must take to ensure you are among the top financial advisors considered when people with serious money seek the best guidance available.
The Motley Fool October 9, 2008 Alex Dumortier	The Next $350 Billion Hole Lehman goes out with a bang.
Financial Advisor June 2007 Sherri Scordo	Indepedent Broker-Dealers/Financial Advisor's 2007 Snapshot of Leading Firms Advantage Capital Corporation... AIG Financial Advisors... American General Securities, Inc... etc.
Investment Advisor May 2007	Not Your Grandfather's Bonds For savvy investors and their financial advisors, taking advantage of changing Fed policy may be a matter of taking a hard look at U.S. Treasury notes again.
Registered Rep. August 1, 2006 Stan Luxenberg	From Complexity to Simplicity And Back Using plain-vanilla mutual funds, retail advisors can build low-correlating portfolios, like absolute-return portfolios. In fact, the sophisticated financial advisor is performing like a mini-institutional consultant of yore.
The Motley Fool May 28, 2009 Dan Caplinger	The Death of Bonds? You shouldn't give up on bonds entirely, but neither should you rely on them to support you without help from other investments.
The Motley Fool July 7, 2005 Selena Maranjian	Those Poor, Deluded Rich People ... A recent survey shows the misguided wealthy are at risk of not remaining rich, due to unrealistic performance goals, under-diversification and poor financial advising.
Financial Planning August 1, 2007 Marshall Eckblad	Bookshelf Bonds: the Unbeaten Path to Secure Investment Growth by Hildy and Stan Richelson takes a practical look at all the different bond classes, including where to use them and why.
Financial Planning April 1, 2013 John J. Bowen, Jr.	5 Success Tips From High-Performing Advisors A new study of high-earning advisors offers 5 clear success tips.
The Motley Fool September 17, 2008 Dan Caplinger	You're Holding the Bag on Financials It's too early to tell just how big the taxpayer bill for the various bailouts, bank failures, and bankruptcies might be. But one thing is for sure: Mutual fund shareholders have already taken a big hit.
The Motley Fool October 30, 2006 Dan Caplinger	Avoid the Boiler Room Some financial advisors know more about sales than they do about investing. Finding good financial advice is tough. Investors with little or no knowledge about their finances are extremely vulnerable to disreputable professionals.
The Motley Fool January 3, 2012 Amanda B. Kish	Why Advisors Are Wrong Again Financial advisors are shying away from stocks at the wrong time.
Financial Planning July 1, 2012 Scott Colyer	Failed TIPS On the surface, TIPS would appear to protect investors, but there are inherent problems. For starters, if the securities are held in a taxable account, investors pay an ordinary tax rate on income they will not receive until maturity.
The Motley Fool August 25, 2009 Dan Caplinger	This Is What Will Push Stocks Higher As long as interest rates stay low, investors have a huge incentive to put money to work in the stock market, and that's how this rally will feed on itself.